Get a daily currency brief before client work
Start the day with current exchange rates for the currencies your agency follows, delivered where you review Notis reports.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Latest Exchange Rates
Retrieves the latest available exchange rates.
Why this helps
Looking up rates one by one adds friction to the start of the day and can leave international conversations without a current reference.
- Review current rates in one scheduled report.
- Choose a base currency relevant to agency operations.
- Keep a lightweight reference available before client follow-ups.
Setup
Build it in a few focused steps.
- 1Connect Agencyzoom and CurrencyScoop once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3In one instruction, ask Notis to retrieve the latest rates for your chosen base currency and summarize only the currencies relevant to your agency work.
- 4Choose a recurring schedule trigger and select where run reports should go.
- 5Test with one real example using your intended base currency and currency list.
Questions about this workflow
Does this run when Agencyzoom changes?
No. Agencyzoom has no trigger events listed for this workflow package. The recurring Notis schedule starts the automation.
Can it provide rates for any base currency?
The action supports a specified base currency. Include the currency you want in the automation instruction.
Are rates a guarantee of a final transaction price?
The action retrieves latest exchange rates for reference. Confirm any actual transaction rate and fees with the relevant provider.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to CurrencyScoop. A trigger fires from one place; an action lands in another.
Agencyzoom triggers
CurrencyScoop actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Convert Currency with Historical Support
Converts an amount between currencies using current or historical exchange rates.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Currencies
Lists supported currencies and their associated countries.
Get Historical Exchange Rates
Retrieves exchange rates for a past date.
Get Latest Exchange Rates
Retrieves the latest available exchange rates.
Get Timeseries Exchange Rates
Retrieves exchange rates across a date range.
Connect any two apps with Notis in the middle.
Agencyzoom and CurrencyScoop, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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